Overview
Docketwise integrates with Zapier, allowing you to connect Docketwise with up to the 3,000+ apps in Zapier's App Library.
Contents
How Zapier Works
Zapier is an online automation tool that connects your apps and lets you automate processes by creating Zaps with a Trigger event and a subsequent Action event (or events).
A Zap is simply an automation created in Zapier, which is initiated by a Trigger event and causing subsequent Actions.
A Trigger is an event that happens in one app, which will activate the Zap
A subsequent Action is an event that will will take place within a designated and connected app after the Zap has been triggered
Another way to think of it is: When this (trigger) happens do that (action).
What Can Be Zapped
The Triggers that are currently available in Docketwise are:
Creating a contact in Docketwise
Updating a contact in Docketwise
Contact Endpoint Values that can be pulled from Docketwise to update Endpoint Values on another app:
Name
First Name
Middle Name
Last Name
Company Name
Contact Info
Email Address
Physical Address
In Care Of
Street Name and Number
Apartment/Floor/Suite Number
City
County
State
Province
Country
Date From
Date To
Creation/Updated Stamps
Contact Created At
Contact Updated At
Physical Address Created At
Physical Address Updated At
Unique Identifiers
Contact ID
Original ID
Physical Address ID
The Actions that are currently available in Docketwise are:
Create a contact in Docketwise
Update a contact in Docketwise
Contact Endpoint Values that can be updated with Endpoint Values from another app:
Name
First Name
Middle Name
Last Name
Company Name
Contact Info
Email Address
Biographical Info
Date of Birth
Country of Birth
Gender
Family Info
Marital Status
Employment Info
Employment Status
Immigration Info
Country of Citizenship
Alien Registration Number (A#)
USCIS ELIS Account Number
Passport Number
Travel Document Number
Passport or Travel Document Issue Date
Passport or Travel Document Expiry Date
Physical Address
In Care Of
Street Name and Number
Apartment/Floor/Suite Number
City
Zip Code
Postal Code
County
State
Province
Country
Date From
Date To
Connecting Docketwise to Zapier
In order to add Docketwise as a connected app in Zapier, you will need to follow the instructions below:
Log in to your Docketwise account
Navigate to the My Apps tab in Zapier
Click the Add Connection button
Enter Docketwise into the search bar
Select Docketwise
Authorize the connection
Creating Zaps with Docketwise
As mentioned above, you can create a Zap using an event in Docketwise as a trigger or have an event in another app trigger a subsequent event in Docketwise.
To start creating a Zap with Docketwise, you will want to start by following the steps below:
Navigate to your Zapier Dashboard
Click the Make a Zap button
Creating the Trigger
Choose the App that will trigger the Zap
Choose the Trigger Event
Click the Continue button
Select the Account
Click the Continue button
Test the trigger by clicking the Test Trigger button
Creating the Action(s)
To add the action, either click the + icon or the empty Action
Choose the App in which the action will take place
Choose the Action Event
Click the Continue button
Select the Account
Indicate what you Action(s) will be taken
Click the Continue button
Click the Test & Review or Test & Continue button
Turn the Zap on by clicking the Turn on Zap button or toggling the slider bar to active
To get a basic understand of creating a Zap, we encourage you to watch Zapier's video on this below (we could imagine, hypothetically, as a new contact being created in Docketwise as the trigger, which then emails the contact a thank you letter):
Additionally, Zaps can be made to sync creations and updates of contacts in Docketwise with the Zapier Application of your choice.
In the example below, a Zap is created between Docketwise and Google Sheets, using Zapier. In this example, once a new contact is created in Docketwise it will create a new row in Google Sheets:
These are only a couple examples of what can be done among the many possibilities. To learn more about using Zapier, we encourage you to access the following resources provided by Zapier: